+287.1%
PCAR vs SUI
+123.0%
+164.1%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | 0.0% |
| 7D | +4.9% | -1.5% | +6.4% | +5.4% |
| 30D | -1.4% | +3.7% | -5.2% | -2.5% |
| 3M | -18.1% | -0.4% | -17.7% | -18.2% |
| 6M | -4.0% | -2.8% | -1.2% | -3.6% |
| YTD | -1.5% | -1.6% | +0.1% | -1.5% |
| 1Y | +13.2% | -2.1% | +15.2% | +13.2% |
| 3Y | +35.8% | +18.5% | +17.3% | +27.0% |
| 5Y | +114.6% | -26.5% | +141.2% | +127.2% |
| All | +287.1% | +123.0% | +164.1% | +238.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded SUI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling